Course
AI for Finance Leaders
A practical implementation guide for UK finance teams
A comprehensive, implementation-focused course teaching UK finance leaders how to evaluate, pilot, and scale AI across finance operations, with UK regulation, RACEF prompting, and the F.A.I.R. tool-selection framework.
- Finance leaders, controllers, FP&A and finance teams
- 35 lessons · 15 to 20 hours of learning
- Beginner-friendly · no coding
- Self-paced, certificate on completion
What the free preview includes
The first two modules are open with no payment, including the interactive Prompting lesson where you write a prompt and watch the AI respond, plus the good-versus-bad prompt comparison.
It is the quickest way to feel how the course actually teaches, not just what it covers.
6 lessons free · no card needed
Included
- Marked practice on real finance scenarios
- An AI tutor inside every lesson
- Prompt library, templates and tools to keep
- Examples tailored to your role and systems
- Certificate of completion, 15 to 20 CPD-aligned hours
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A real prompt from the course
This is the variance commentary prompt from Module 2.
In the marked practice you write your own version, with your own figures, and get feedback on it.
[R] You are a UK Finance Business Partner preparing monthly management accounts for a £150M manufacturing business. [A] Analyse the attached P&L variance report (November actual vs budget). [C] Key variances to address: - Revenue: £12.2M actual vs £11.8M budget (+£400K, +3.4%) - Gross margin: 38.2% actual vs 40.5% budget (-2.3pp) - Operating costs: £3.8M actual vs £3.5M budget (+£300K, +8.6%) - EBITDA: £2.1M actual vs £2.3M budget (-£200K, -8.7%) Context: new automotive customers; steel prices 15% above budget; £180K one-off acquisition legal fees. [E] Professional, board-ready language. Concise and factual. Drivers, not just numbers. [F] 1. Two-sentence executive summary 2. Top 4 variances (variance, driver, impact) 3. Full-year forecast implication 4. Two recommended actions Maximum 250 words.
Before the draft goes anywhere, you check it
- Every figure in the draft traces back to the variance report.
- Every driver it names is one you gave it, not one it invented.
- Percentages and totals are recalculated, not trusted.
- One-off items are labelled as one-off.
From Module 2, AI in Record-to-Report. Figures are sample data.
Who wrote this course
Umar Din FCCA
Fellow Chartered Certified Accountant · Founder, Prime AI Solutions
I am a Fellow Chartered Certified Accountant with more than 15 years in finance, including roles at EY, HSBC and Shell.
I now train and advise finance teams on using AI through Prime AI Solutions.
I wrote this course for the questions finance people ask first: is the number right, can I explain it to the auditor, and what happens if it is wrong?
More about UmarReviews on Google
What people say about Umar's training
★★★★★
“The training was practical, easy to follow and focused on real business use cases rather than just theory. As a first-time user of AI tools, it can all feel quite overwhelming, but they broke everything down into simple, actionable steps…”
★★★★★
“It was genuinely one of the most valuable training programmes I've attended. The sessions provided practical insight into effective prompting, making the most of leading AI platforms, and applying AI to real business scenarios.”
★★★★★
“Umar was very helpful and was able to provide practical, real life scenarios that related to our daily operations.”
Who it's for
Finance leaders, controllers, FP&A and finance teams. No coding and no prior AI experience needed.
Who it's not for
- Developers or data scientists looking for coding or machine-learning depth.
- Anyone after an accredited qualification: this is practical, CPD-aligned training with a certificate of completion.
- Teams who want AI implemented for them rather than learning to do it themselves (that is our consulting work).
How it compares
| Option | Cost | Practice with feedback | Tailored to you | What you leave with |
|---|---|---|---|---|
| This course | £99 one-off | Yes, marked practice on real scenarios | Yes, examples re-framed for your work | Reusable artefacts and a certificate stating what you can do |
| Free videos and blog tips | Free | No | Generic | Bookmarks you rarely revisit |
| A consultancy workshop | Usually priced per day, often four figures | Some, on the day | If it is bespoke | Slides and notes from one session |
What you'll be able to do
By the end of the course, you can:
- Write finance-grade prompts using the RACEF framework
- Spot where AI improves forecast accuracy and speeds scenario modelling
- Evaluate and select AI tools with the F.A.I.R. framework
- Build a lightweight governance framework with clear roles and controls
- Scale AI from a successful pilot to sustainable deployment
- Build a 12–24 month roadmap that sustains momentum after the pilot
What you'll learn
Tailored to your world
Tell us your finance process, your AI tool and your finance system once, and every worked example and RACEF prompt is re-framed for your day job, with your most relevant lessons surfaced first. Prefer the full course untailored? That is one click too.
Stuck on a concept? An in-lesson assistant answers questions grounded only in the lesson you are reading, never off-topic, never invented.
The Prime Method
Built to make it stick, not just to be watched once
The course is built on the two most replicated findings in learning science, retrieval practice and spacing, plus a tutor that coaches instead of answering. You recall as you go, concepts resurface on a schedule, and the assistant walks you to the answer rather than handing it over.
Practice record
Every study day logged, so your streak is something you can see.
Review queue
Miss something and it comes back, spaced to when you are about to forget.
Capability certificate
Your certificate states what you can do, not just the hours you sat.
What you'll build
You leave with more than knowledge. These are the artefacts you produce along the way.
AI Opportunity Calculator
A costed ROI case for AI in your finance team: hours saved, FTE released, payback.
Process assessments
Structured P2P, O2C, R2R and FP&A reviews that pinpoint where AI pays off first.
Your prompt library
Ready-to-use RACEF prompts, plus a builder to make your own, copyable and savable.
F.A.I.R. tool evaluation
A weighted scorecard to choose AI tools on Functionality, Accessibility, Integration and Risk.
AI governance framework
A risk-and-control structure your compliance team will recognise: FCA, PRA, UK GDPR aware.
90-day pilot plan
A week-by-week plan to run, measure and decide on a real AI pilot.
CFO-ready business case
A proposal with ROI projections you can take to your board.
Built for a regulated profession
UK-specific, verification-first, kept current.
Regulatory content is written for the UK (FCA and PRA expectations, UK GDPR, the Companies Act 2006) and is never paraphrased by AI. The course is reviewed against the latest model releases and guidance.
Educational content only, not legal, tax or regulatory advice. Certificate of Completion covers 15 to 20 CPD-aligned learning hours.
Not sure it's right for you? Take the free 3-minute AI readiness quiz and see where to start.